Sign in

Brent Beilman

Managing Director and Senior Research Analyst at D.a. Davidson & Co.

Brent Thielman is a Managing Director and Senior Research Analyst at D.A. Davidson & Co., specializing in the Industrial Goods sector with a strong emphasis on engineering, construction, and construction materials. He covers a diverse roster of 59 companies within these areas, providing equity research that has consistently outperformed, as evidenced by a 69% to 71.6% success rate and average returns per rating of 25.3% to 28.55%, as ranked among the top 50 Wall Street analysts by TipRanks. Thielman began his analyst career at D.A. Davidson in late 2003 and has since dedicated over 21 years to the firm, building deep sectoral knowledge and client trust. He holds a bachelor's degree in economics from the University of Oregon and is registered with FINRA, underscoring his professional credentials and regulatory compliance.

Brent Beilman's questions to Concrete Pumping Holdings (BBCP) leadership

Question · Q3 2025

Brent Beilman inquired about the current state of pricing pressure in the U.S. business, asking if stabilization is occurring or if it remains a significant factor. He also questioned whether lower U.S. pumping margins were solely due to asset underutilization or if other factors like costs and inflation were contributing.

Answer

CEO Bruce Young confirmed that pricing pressure persists due to competitors targeting more complex projects and softness in residential markets, expecting it to continue for approximately six more months. CFO Iain Humphries explained that the decline in volume is the primary pressure on margins, despite cost control initiatives. He emphasized the operating leverage and variable cost base, anticipating a strong margin recovery as utilization and volumes improve.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts